+208.1%
LRCX vs BABA
-14.2%
+222.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.7% |
| 7D | +1.9% | -4.8% | +6.7% | +3.6% |
| 30D | +0.1% | -11.9% | +12.0% | +4.0% |
| 3M | -8.5% | -9.3% | +0.8% | -5.3% |
| 6M | +38.1% | -14.2% | +52.3% | +45.6% |
| YTD | +80.1% | -22.0% | +102.1% | +96.1% |
| 1Y | +208.1% | -12.7% | +220.8% | +256.5% |
| All | +208.1% | -14.2% | +222.2% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BABA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling